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Valuentum Commentary
Apr 26, 2019
Facebook Was Textbook, Intel Still About Fairly Valued After Weakness
Image: Best Ideas Newsletter portfolio holding Facebook's stock has advanced 56% since it bottomed in December. This is yet another textbook execution of the Valuentum Buying Index, a strong breakout of the downtrend on a significantly undervalued stock. See also the example with Apple on page 241 in Value Trap: Theory of Universal Valuation. Apr 24, 2019
Facebook Surges! Microsoft, Visa, PayPal Quarterly Reports Solid
Facebook did not disappoint after the close April 24. Shares are surging after hours. We continue to value the company at nearly $230 per share. Microsoft, Visa and PayPal quarterly reports were solid, too. Apr 23, 2019
We Like Both Apple and Intel; Facebook's Earnings Preview
Apple and Intel have been prominent holdings in the simulated newsletter portfolios for some time now, and we’re interested in what Facebook has to say regarding recent developments in its upcoming earnings release. Apr 11, 2019
This Chart Changes Everything Quant
Image shown: Russell 3000 Value Divided by Russell 3000 Growth since September 1993, roughly one year after the publishing of the influential three-factor model.This chart changes everything quant. The chart is not so much about value and growth as it is about highlighting the hazards of extrapolating anything quantitative finance into the future. Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor? Apr 3, 2019
Facebook’s Huge New Opportunity in Instagram Checkout, Reiterating Fair Value Estimate ~$230
Image Source: Facebook's InstagramWe continue to like Facebook, and we’re huge fans of Instagram Checkout. Many may not know it yet, but Instagram Checkout may mark the beginning of retailers’ websites becoming obsolete. The sell-off last summer in Facebook was a big gift for those that stuck with our thesis. Mar 29, 2019
ATTN: Advisors and Planners -- Disruption Is Looming
"With the commoditization of investment advice and intense competition from robos and other more cost-efficient solutions, growth-minded advisors want to create bespoke experiences for clients." -- WealthManagement.com Mar 29, 2019
8 Announcements and Top Research You May Have Missed
8 Announcements. This article was sent to members via email March 27. Mar 22, 2019
How To Think About Our Methodology In Action
Image shown: Chipotle (CMG) has been one of our best calls so far in 2019. No changes to simulated newsletter portfolios. Tickers mentioned: AAPL, AMZN, BRK.B, CMG, CVS, FB, GE, JPM, KMI, PYPL, V, XLNX. Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services. Mar 20, 2019
Outperformance No Matter How You Measure It
Image shown: The performance of Valuentum's simulated Best Ideas Newsletter since the inaugural edition of the newsletter, July 13, 2011. We migrated to a weighting range format for the Best Ideas Newsletter portfolio ideas beginning in 2018. At that time, Visa (V) was the top weighting by far at 8.6%. Shares of Visa have soared since, and other ideas haven't been too shabby either! Source. Valuentum's Best Ideas Newsletter portfolio is in a class by itself. Did you know that ~90% of active fund managers are underperforming their benchmarks over prolonged periods of time? The lack of volatility of the simulated Best Ideas Newsletter portfolio had been driven by its massive average cash "weighting" of 25% during its history, something we moved to 0% at almost the precise near-term bottom December 26, 2018. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s
accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts
no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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